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Sequoia Wealth Managment Group Employee Directory

Financial ServicesNevada, United States2-10 Employees

Sequoia Wealth Management Group operates in the financial services sector, offering solutions intended to help individuals and families address financial challenges so they can pursue personal, professional, and financial goals. Based in Minden, Nevada, the firm presents itself as delivering clear, practical guidance for its clients, focusing on supporting their broader life aspirations rather than just managing assets. The company appears to target individuals and families seeking assistance with financial planning and related challenges, positioning itself within a professional services niche that emphasizes clarity and personal impact. With a small team, the organization concentrates on providing direct, pragmatic support to its clients from its Nevada location.

Find Sequoia Wealth Managment Group employees' phone numbers or email addresses

Sequoia Wealth Managment Group Global Highlights

Location
Employees

North America
6

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  • United States Of America
    6

Oceania
1

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  • Australia
    1

Sequoia Wealth Managment Group's Leadership

  • Stylized image of a person
    D. L.
    Senior Vice President
    Mobile Phone
  • Stylized image of a person
    P. D.
    Senior Wealth Manager
    Mobile Phone
  • Stylized image of a person
    D. C.
    Client Services Manager
    Mobile Phone

Sequoia Wealth Managment Group Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Other

Contact profiles from Sequoia Wealth Managment Group

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    D. L.
    Senior Vice President
    Mobile Phone
    Oct 23, 2024
  • Stylized image of a person
    P. D.
    Senior Wealth Manager
    Mobile Phone
    AustraliaVictoria
    Mar 25, 2026
  • Stylized image of a person
    D. C.
    Client Services Manager
    Mobile Phone
    Oct 22, 2024

Frequently Asked Questions

What is Sequoia Wealth Managment Group known for?

Minus sign iconPlus sign iconSequoia Wealth Managment Group was founded in 2010 operates in the Financial Services industry; you can contact the main corporate office by phone at
+1-707-763-****
. Explore Sequoia Wealth Managment Group's company overview page for more information.

What is Sequoia Wealth Managment Group's most common email format?

Minus sign iconPlus sign iconSequoia Wealth Managment Group employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Sequoia Wealth Managment Group email formats with LeadIQ.

How many employees does Sequoia Wealth Managment Group have currently?

Minus sign iconPlus sign iconSequoia Wealth Managment Group has approximately 4 employees as of August 2026. These team members are located across 2 continents, including North AmericaOceania.

Who are Sequoia Wealth Managment Group's key employees and leadership?

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As of August 2026, Sequoia Wealth Managment Group's key employees include:

  • Senior Vice President: D. L.
  • Senior Wealth Manager: P. D.
  • Client Services Manager: D. C.

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